Friends – Activity – 20_00

Seth Golden posted an update 3 years, 9 months ago

JPM says very few corporates will follow Tesla into Bitcoin: “In all, while bitcoin got another boost with Tesla’s announcement this week, the 8% allocation of its cash reserves to bitcoin is unlikely to be followed by more mainstream corporates. Irrespective of how many corporates eventually follow Tesla’s example, there is no doubt that this wee…[Read more]

Seth Golden posted an update 3 years, 9 months ago

Goldman Sachs economists are expecting the economy to spring in spring. They see Q2 GDP improving at an 11% pace, better than their 10% forecast previously.

Their baseline on stimulus has moved up to $1.5 trill ion from $1.1 trillion and that’s led to the boost, which extend through the year. Their 2021 forecast is now 6.8% comapred to 6.6%…[Read more]

Seth Golden posted an update 3 years, 9 months ago

Breadth signal based on % of stocks trading above 200-DMA via Troy Bombardi

Seth Golden posted an update 3 years, 9 months ago

Goldman Sachs conversations with clients

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Seth Golden posted an update 3 years, 9 months ago

The S&P 500 weekly expected move, as priced by the options market has moved from $126 last week down to ~$59 for the coming week. That’s what happens when implied volatility (IV) drops as quickly as it did from one week to the next.

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Seth Golden posted an update 3 years, 10 months ago

BofA | Outlook for vaccine distribution, the virus and the economy

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Seth Golden posted an update 3 years, 10 months ago

Morgan Stanley’s Mike Wilson & Co.

Seth Golden posted an update 3 years, 10 months ago

January Barometer failed, but… actually, lately that has been a good thing

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Seth Golden posted an update 3 years, 10 months ago

Japanese machine tools orders

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Seth Golden posted an update 3 years, 10 months ago

VIX and SPX after 1-day ROC

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Seth Golden posted an update 3 years, 10 months ago

J.P. Morgan’s Quant Marko Kolanovic

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Seth Golden posted an update 3 years, 10 months ago

Some of the most anticipated earnings releases this week

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Seth Golden posted an update 3 years, 10 months ago

Morgan Stanley’s Mike Wilson

Seth Golden posted an update 3 years, 10 months ago

J.P. Morgan

Seth Golden posted an update 3 years, 10 months ago

Last trading week of January is ahead with some mega-cap earnings set to be released ie AAPL, MSFT, FB just to name a few. February is right around the corner.

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Seth Golden posted an update 3 years, 10 months ago

J.P. Morgan: The average intra-year drop since 1980 has been just over 14%. Some years are just 3% and some years are more than 20%, but on average… Plan accordingly!!

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Seth Golden posted an update 3 years, 10 months ago

The number of people hospitalized with COVID19 in the US has declined dramatically to 123,848, or 8,626 off the peak from January 5th – the first decline since September and a rapid turn in the crisis.